Senior Relationship Manager — CEE Wealth & Private Banking

Altus Search Ltd; Genf; On-site; CHF 140,000 - 210,000; Full time

Job summary

Altus Search Ltd is seeking a Senior Relationship Manager focused on Central and Eastern Europe for its Geneva operation. The role involves leading sales and performance of wealth management services, building and managing a client portfolio of high-net-worth individuals, and providing strategic guidance to clients and internal teams from Switzerland.

The successful candidate will excel at relationship development, possess a private banking background, and communicate effectively at all levels

Responsibilities

• Build strong relationships and attract new clients with private banking and wealth management needs to the group.
• Possess an existing portfolio of clients.
• Ensure that efficient service and wealth structuring systems are in place.
• Provide advice to high-net-worth individuals, senior management and support staff.
• Manage the relationship with clients, investment managers and senior colleagues.
• Prepare business reports for distribution to the investment management.
• Manage risks in a timely manner by following firm’s and external regulatory standards.
• Be abreast of competition, market and client activities in Switzerland.
• Provide clients with updated market information and conduct analyses.

Job description

Altus Search Ltd is seeking a Senior Relationship Manager focused on Central and Eastern Europe for its Geneva operation. The role involves leading sales and performance of wealth management services, building and managing a client portfolio of high-net-worth individuals, and providing strategic guidance to clients and internal teams from Switzerland.

The successful candidate will excel at relationship development, possess a private banking background, and communicate effectively at all levels